Director of Finance

Our clientis seeking a highly analytical and business-minded FP&A Sr. or Manager to own and manage the company's financial planning and analysis function. This individual will be responsible for driving the annual budgeting process, monthly forecasting, long-range financial planning, KPI reporting, and executive-level financial analysis.
This is an individual contributor role designed for someone who enjoys owning the FP&A process from start to finish while partnering closely with executive leadership and department heads across the organization. The ideal candidate thrives in a fast-paced SaaS environment, possesses exceptional financial modeling skills, and enjoys translating financial data into meaningful business insights.

• Lead the annual budgeting and quarterly forecasting processes across all departments.
• Develop and maintain complex financial models supporting strategic planning and executive decision-making.
• Prepare monthly, quarterly, and annual financial reporting packages for executive leadership and private equity stakeholders.
• Analyze operating results, identify trends, and provide actionable recommendations to improve financial performance.
• Partner with department leaders to monitor spending, evaluate investments, and improve forecast accuracy.
• Develop dashboards and KPIs to measure company performance across revenue, bookings, ARR, gross margin, operating expenses, and cash flow.
• Perform variance analysis comparing actual results against budget and forecast.
• Support pricing analysis, profitability analysis, and business case modeling for strategic initiatives.
• Assist with board presentations, lender reporting, and investor requests.
• Support M&A activities, due diligence, and financial integration projects as needed.
• Improve FP&A processes through automation, reporting enhancements, and system optimization.
• Collaborate closely with Accounting during the monthly close process to ensure timely and accurate reporting.
• Maintain financial models supporting headcount planning, capital expenditures, and operating expenses.
• Identify opportunities to improve forecasting accuracy and financial visibility across the organization.

• Bachelor's degree in Finance, Accounting, Economics, or related field.
• 5–8+ years of progressive FP&A experience.
• Experience in SaaS, software, technology, or recurring revenue businesses strongly preferred.
• Private equity-backed company experience highly preferred.
• Strong understanding of SaaS metrics including:
  • ARR
  • MRR
  • Bookings
  • Gross Margin
  • CAC
  • LTV
  • Churn
• Advanced Excel financial modeling skills.
• Experience with ERP and financial planning systems.
• Experience using Power BI, Tableau, Adaptive Planning, Anaplan, Net Suite Planning, or similar FP&A platforms is a plus.
• Strong understanding of GAAP financial statements.
• Exceptional analytical, organizational, and communication skills.
• Ability to work independently while partnering effectively with senior leadership.

• Experience supporting executive leadership and board reporting. Will interact with all of C level
• Experience building financial models for strategic initiatives.
• Experience working in a high-growth software organization.
• Familiarity with subscription revenue models and recurring revenue forecasting.
• Experience with budgeting software and business intelligence tools.

• Financial Planning & Forecasting
• Financial Modeling
• Budget Management
• Executive Reporting
• Variance Analysis
• KPI Development
• Strategic Finance

The individual may also be eligible for discretionary bonuses, and can participate in medical, dental, and vision benefits as well as the company’s 401(k) retirement plan.